On Tuesday local time, Apple CEO Tim Cook was once again criticized for the company's artificial intelligence strategy. Ross Gerber, a well-known investor and co-founder and CEO of Gerber Kawasaki Wealth Management, commented on the social platform X and criticized Apple's leadership. He noted that the tech giant has fallen behind in the race for artificial intelligence.
"It's time for Tim to resign from Apple. He hasn't really done anything in years," Gerber wrote. He added that Apple "completely missed the boat" in AI and now "needs Google to survive."
"No excuses. Tim Cook needs to go," he wrote.
Gerber's comments echoed growing frustration among some Apple investors who believe Apple is lagging behind rivals in generative AI innovation as rivals such as Microsoft, Alphabet and Meta move aggressively.
Apple announced a multi-year partnership with Google earlier this month to power upcoming AI features, including future versions of Siri.
Under the agreement, Apple will rely on Google's Gemini model and cloud infrastructure to support its Apple base model.
At the time, Deepwater Asset Management managing partner Gene Munster was positive about the move. "Well done, Tim Cook."
Munster also said Apple's move from OpenAI's ChatGPT to Google Gemini signals a more serious effort by the company to fix Apple intelligence.
Cook, 65, who has led Apple since August 2011, has fueled speculation about his eventual departure.
A report in 2025 suggested that Cook could resign as early as 2026, while well-known technology journalist Mark Gurman said that Cook may stay on until at least mid-2026.
A report in January named John Ternus, Apple's senior vice president of hardware engineering, as a leading internal candidate to become the next CEO.
Wedbush Securities analyst Dan Ives recently reiterated his bullish view on Apple, calling 2026 a critical year and setting a $350 price target on the stock.
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